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Referrals for Specialists

Many of our clients are specialty practices and one of the reasons for this is the strength of our referral tracking and reporting.

We have the ability to have multiple referral sources for a patient, keep track of referrals to other practices, and identify various third parties that may wish to receive correspondence or notifications about the patient. Some of our specialty practices have unique reporting needs and we have made some improvements to support this. The issue we have addressed relates to referrals between specialists vs referrals from the general dentist. The goal is to identify the general dentist as the primary referral source and still track referrals from other specialists without having the software think there is a new source. To this end, we have added an option on new referrals titled "Referral Source and Specialist". This referral will not change the patient's referral source for the purposes of running reports or creating documents but it does identify the event and track fees separately in addition to those already accumulated for the primary referral source.